Wells Financial Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Wells Financial Advisors’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-186	Closed	-$9K	–	58
2022 Q1	$9K	Hold	186	–	–	0.01%	55
2021 Q4	$9K	Hold	186	–	–	0.01%	60
2021 Q3	$8K	Hold	186	–	–	0.01%	59
2021 Q2	$8K	Hold	186	–	–	0.01%	60
2021 Q1	$7K	Hold	186	–	–	0.01%	60
2020 Q4	$7K	Buy	+186	New	+$6.78K	0.01%	58

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

PIM

Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Financial Advisors's VOOG Position: Q2 2022 in Review

Wells Financial Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2022, closing a stake of 186 shares — an estimated $9K sold.

Wells Financial Advisors first reported a position in VOOG in Q4 2020 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 312 funds tracked by Wall St. Rank hold VOOG as of Q2 2022.

Wells Financial Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Wells Financial Advisors sold 186 Vanguard S&P 500 Growth ETF shares in Q2 2022, an estimated $9K.
Wells Financial Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and held it in 6 quarters.
Wells Financial Advisors's Vanguard S&P 500 Growth ETF position peaked at $9K in Q1 2022.
312 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2022.

Based on Wells Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.